On-Demand


5.5 CPE

Onpoint EBP Essentials

On-Demand
5.5 CPE

Learning Objectives

Recognize the benefits of using OnPoint EBP for employee benefit plan audits.;Understand the guided methodology that drives quality and efficiency and identify the common risk profile present in in-scope plans.;Differentiate between basic functionalities within the Smart Engagement platform.;Identify the default workflow designed into OnPoint EBP.;Become familiar with the procedures and steps to create and accept an engagement.;Complete the Plan Profile form to identify risk present in the plan and draft disclosure notes in the financial statements.;Document use of subservice organizations, evaluate control design.;Use the included sampling methodology to determine proper sample sizes for testing.;Use audit programs and testing templates to complete audit testing.;Explain how diagnostics and guardrails are employed to guide you while completing an engagement.;Identify the key activities than enable the completion and delivery of an engagement.;Discover the tools built into OnPoint EBP that enable and efficient file review.

CPE Credits Available

5.5 CPE
5.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

None, but must be an active OnPoint EBP subscriber.

Advanced Preparation

None

Intended Audience

Employee Benefit Plan auditors

Provider

AICPA

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